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Prerequisites

Your parent workspace must already be onboarded
You need Organizational Admin or Workspace Admin role in ContraForce
Your customer must provide Global Administrator credentials for consent
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Step-by-Step

1

Create the customer workspace

From the Workspace Manager (left sidebar), click + Add Workspace. Enter the customer’s organization name. You can also use Pre-Onboarding to create the workspace before the customer is ready to consent.
2

Launch the onboarding wizard

Open the new workspace, then go to Settings → Workspace Settings → Module Configuration. Click Start Onboarding and select the module (XDR or XDR + SIEM).
3

Consent to enterprise applications

The customer’s Global Administrator must complete the consent flow. Two applications are required for every workspace:
  • ContraForce API
  • ContraForce Portal
Additional module-specific applications will be prompted based on the selected module.
You can share a consent link with the customer if they prefer to complete this step themselves.
4

Configure Azure resources (XDR + SIEM only)

If deploying the Sentinel module, the customer needs Subscription Owner access to deploy Azure resources. Select their subscription and resource group, then click Deploy.
5

Authorize Gamebook actions

Complete the Gamebook authorization step to enable response actions against the customer’s tenant.
6

Assign users and groups

Add your SOC analysts to the customer workspace with appropriate roles. If you want the customer to have visibility, add their users with Incident Analyst (read-only) or Incident Responder roles.
Customer users should only be assigned workspace-level roles — never organization-level roles unless they need cross-workspace access.
7

Configure notifications

Go to Settings → Notifications to set up email alerts for incidents in this workspace. Customize by severity level.Full notification customization requires the XDR + SIEM module.
8

Verify

Check the Command Dashboard for the new workspace. Incidents should begin syncing within 15–30 minutes. If no incidents appear, verify the customer has active incidents in Defender or Sentinel.